Time is running out to make the most of your super for FY22. Get in touch with your adviser ASAP if you are considering making additional contributions.
On the 26th of May we held our annual Biggest Morning Tea event to help raise funds that go towards vital cancer research, support services, prevention programs, and advocacy.
What help is available after separation? How do you start to map your financial future when your relationship ends? What are the first steps you need to take? What should you be prepared for?
Simon Ashman is a Financial Planner with Strategic Invest Blue. He is passionate about helping clients improve their financial position so that they can live their best possible lives. He enjoys taking the time to best understand the long-term goals that matter most to his clients and knows that for these goals to be achieved, key strategies need to be taken advantage of. Such strategies include salary sacrifice and salary packaging. Here, Simon shares his insight on both.
The approaching EOFY can be overwhelming. For some, you may have just finished completing your personal tax affairs from the previous year, and it is time to start all over again. How can you make this process simpler? And what can a financial adviser do to help you make the most of your money come 30th of June each year?
So you’ve come into some money, now what to do with it?
It is useful to understand how loan repayments work. It’s not something that is uncommon too, at times, feel intimidated by. Loans and the ins and outs of understanding formulas and keywords are simpler than you think.
If you’re nearing retirement and keen to be debt-free when you get there, you may be considering whether taking your super as a lump sum to pay off your home loan is a good decision.
We caught up with Financial Planner and newlywed, Taylor Mifsud for all the ins and outs of how to plan a wedding without blowing the budget!